Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1K Sell
177
-32
-15% -$2.36K ﹤0.01% 1511
2025
Q1
$12.9K Buy
209
+7
+3% +$430 ﹤0.01% 1461
2024
Q4
$11.3K Sell
202
-93
-32% -$5.2K ﹤0.01% 1435
2024
Q3
$21.3K Buy
295
+16
+6% +$1.16K ﹤0.01% 1199
2024
Q2
$16.3K Buy
279
+1
+0.4% +$59 ﹤0.01% 1140
2024
Q1
$15.7K Buy
278
+59
+27% +$3.34K ﹤0.01% 1168
2023
Q4
$11.2K Buy
219
+67
+44% +$3.42K ﹤0.01% 1259
2023
Q3
$10.1K Hold
152
﹤0.01% 1289
2023
Q2
$9.85K Buy
152
+32
+27% +$2.07K ﹤0.01% 1303
2023
Q1
$6.44K Sell
120
-370
-76% -$19.9K ﹤0.01% 1376
2022
Q4
$30K Buy
490
+141
+40% +$8.63K ﹤0.01% 981
2022
Q3
$23K Sell
349
-4,122
-92% -$272K ﹤0.01% 1063
2022
Q2
$366K Hold
4,471
0.01% 518
2022
Q1
$366K Hold
4,471
﹤0.01% 528
2021
Q4
$455K Buy
4,471
+261
+6% +$26.6K 0.01% 493
2021
Q3
$376K Sell
4,210
-5
-0.1% -$447 0.01% 310
2021
Q2
$398K Sell
4,215
-9
-0.2% -$850 0.01% 304
2021
Q1
$406K Buy
4,224
+9
+0.2% +$865 0.01% 296
2020
Q4
$394K Buy
+4,215
New +$394K 0.01% 292
2020
Q1
Sell
-2,561
Closed -$271K 348
2019
Q4
$271K Buy
+2,561
New +$271K 0.01% 316